See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $17,242 |
PETERSON WHITAKER & BJORK1 year Service code 10 3140 HARBOR LANE, SUITE 100 · PLYMOUTH, MN 55447 | Accounting | $10,260 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 15 4860 COLLEGE BLVD., SUITE 100 · OVERLAND PARK, KS 66211 | Recordkeeping | $4,652 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,698 | $51,620+56.3% | $90,281-10.6% | $65,185+23.8% |
| Participation rate | 71.8% | 68.6%+3.2pp | 73.3%-1.5pp | 70.2%+1.6pp |
| Annual return | 23.97% | 24.94%-1.0pp | 78.10%-54.1pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,069 | $2,235-52.2% | $2,854-62.5% | $2,177-50.9% |
| Participant deferral / active EE | $3,950 | $2,871+37.6% | $3,885+1.7% | $3,514+12.4% |
| Admin fee / account holder | $269 | $384-29.9% | $5,351-95.0% | $847-68.2% |